Customer Service Private Client
Resume:
Meena Dhawan
Columbus, OH – **220
********@*****.********.***
January 14, 2025
Dear Recruiter,
Re: Private Client Banker
This letter is regarding obtaining a position as a Private Client Banker at Key Branch. I have outlined some background information about myself below and attached is a copy of my resume for your consideration please.
My most recent experience was with working as a Tax Professional at H&R Block. My work entailed filing 1040, schedule-D’s, interest and dividend income tax forms and meeting client needs. In the past, I have worked in Department of Anesthesiology, at (The Ohio State University Medical Center). I provided administrative and accounting support to the department and processed clinical rotations for Otterbein & Akron SRNA students. Additionally, processed clinical rotations for Anesthesiology Assistants from Case Western University. In my prior job as an Information Associate, at Student Health Services (OSU), I have significant experience in processing, imaging and indexing over 500 patients records a day, multitasking, handling sensitive inquiries in accordance with legal aspects & providing administrative support to the department. I have excellent customer service skills. I have also worked as Patient Cycle Revenue Specialist at The Ohio State University Medical Center and have excellent experience with multiple insurances, patient registration, co-pay collection and other duties as assigned. At Columbus State, I have worked as an I.T. Front liner, and have significant experience in working as a Lab Assistant, troubleshooting computers, printers, scanners and other peripheral equipment. As an Enrollment Assistant, at Columbus State, I handled approximately 200 calls daily, assisting prospective students with application processes and admissions, registration, and verifying student information over the CICS mainframe. In addition, I was also responsible for organizing annual and quarterly meetings and events.
Through these experiences, I have had the opportunity to work in a fast-paced environment that requires excellent customer service and data entry skills. I demonstrated my ability to learn quickly, work accurately and independently, and multi-task in a challenging environment.
In past employment opportunities, I am experienced in assisting in administrative activities, experience with preparing budgets and balance sheets, and monitoring available petty cash funds and accounts receivable and payables.
I believe that my organizational skills and outgoing personality will enable me to meet your high standards.
Sincerely,
Meena Dhawan.
MEENA DHAWAN
2330 Gavinley Way Columbus, OH 43220
614-***-**** *******@*******.****.***
Career Profile
Experienced tax professional with a proven track record in fostering and nurturing client relationships. Ability to provide exceptional customer service, along with an ability to effectively organize office operations and data management has led to ongoing career progression. Seeking an office role to apply strong client service and office development skills to the growth of a customer-oriented organization.
Areas of Strength and Expertise
Taxation
Communication Skills
Administrative Support
Data Processing
Event Organization
Schedule Coordination
Office Accounting
Account Maintenance
Client Service
Professional Experience
H&R Block, Columbus, OH December 2019 to April 2022
Tax Professional – Seasonal Position Recurring
Meet clients and help them with tax preparation documents. Responsible for complex federal, state, and local income tax preparation according to client’s W-2 and their needs. Ensure accurate and complete returns are filed in a timely manner. Identifies potential tax credits and liabilities and ensure completeness and accuracy of tax forms in accordance with IRS regulations.
Key Accomplishments:
Ensure client satisfaction and covered rotational shifts when and if necessary. High Scores in Client Experience Surveys.
H&R Block, Columbus, OH December 2018 to April 2019
Client Service Professional – Seasonal Position Recurring
Greet clients and help with tax preparation documents. Reconcile and open cash drawer at the beginning and end of the shift. Answer multi-line phone and schedule appointments. Collect cash, check and credit card payments from the clients and post the payments to the block works website.
Key Accomplishments:
Ensure customer satisfaction and work with clients to identify and meet their taxation deadlines and identify client’s needs.
Dublin Assisted Living and Memory Support, Columbus, OH August 2016 to September 2017
Office Associate—Senior Star Nursing Home
Greet all visitors to the nursing home answering questions and guiding them to proper location. Answer multi-line phone system, page nurses, and direct calls to the appropriate staff. Sort and organize incoming mail daily. Type and edit daily menus for the kitchen, prepare general ledger entries monthly, and assist with clerical duties such as copying, faxing, and e-mailing.
Key Accomplishments:
Friendly and personable demeanor resulting in excellent customer service.
The Ohio State University Medical Center, Columbus, OH January 2013 to June 2016
Office Associate—Department of Anesthesiology
Provide administrative support, customer service, and resolution of simple-to-complex queries. Manage multiple physicians’ calendars, schedule meetings in a timely and professional manner, and reconcile revenue reports. Coordinate travel arrangements and itineraries for the vice chair of the research department. Update CVs for faculty in Research-in-View on department website.
Key Accomplishments:
Streamlined inventory of supplies to reduce department costs.
The Ohio State University, Columbus, OH December 2010 to December 2012
Health Information Associate—Student Health Services
Maintained in excess of 120,000 records, accessing an average of 500 per day. Processed applications for patients without health insurance. Fulfilled physician and patient requests for historical medical records in accordance with HIPPA regulations. Resolved problems with electronic documents and reports, including identification of external source documents; merged medical records in the department database.
Key Accomplishments:
Established and maintained record accuracy rate of at least 97%, above average for the department.
The Ohio State University Medical Center, Columbus, OH March 2005 to September 2007
Patient Cycle Revenue Specialist—Patient Access Services
Provided non-clinical patient and visitor information as requested. Registered patients, collected co-pays, maintained accounts & posted transactions. Provide clerical & administrative support to the patients and families. Collected demographic, insurance, physician, employment data and entered it accurately in the system.
Key Accomplishments:
Earned more than 20 stars for teamwork, efficiency, and customer service.
Completed and earned a 95% score in SMS training and maintained a 99% accuracy rate.
Education and Training
Bachelor’s degree in Accounting, Cum Laude
FRANKLIN UNIVERSITY Columbus, OH June 2020
Associate of Applied Science in Computer Programming Technology, Cum Laude
COLUMBUS STATE COMMUNITY COLLEGE Columbus, OH March 2002
Associate of Applied Science in Microcomputing Technology, Cum Laude
COLUMBUS STATE COMMUNITY COLLEGE Columbus, OH December 2000
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